by Sebastian Rodriguez | Apr 21, 2022 | Board of Directors
Diego Y. Polenghi is a senior vice president and market leader for PNC Bank in Miami. He oversees a team of relationship strategists and business developers and is responsible for all aspects of client origination and service. Diego has over 30 years’ experience in...
by Sebastian Rodriguez | Apr 21, 2022 | Board of Directors
Jennifer is a highly experienced tax attorney with extensive expertise in handling the tax and succession planning needs of high net worth clients for domestic and cross-border families. Her broad practice covers international and domestic tax and estate planning...
by Sebastian Rodriguez | Apr 21, 2022 | Board of Directors
John Harris has 33 years of experience managing trust and investment services and private banking. Additional areas of expertise include financial and retirement planning, directed trusts, and multi-family office services.
by Sebastian Rodriguez | Apr 21, 2022 | Board of Directors
John Lenahan, CFP®, CIMA®, TEP is Vice President at Bernstein Private Wealth Management where his financial advisory practice specializes in advising ultrahigh net worth global families looking to transfer wealth across jurisdictions and generations. John and his...
by Sebastian Rodriguez | Apr 21, 2022 | Board of Directors
Maria helps domestic and foreign privately-held companies, closely-held businesses, and high-net worth individuals navigate the tax compliance experience as they conduct business in the U.S. A leader of the firm’s offshore voluntary disclosure and streamlined...
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